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Business Relationship Manager

Achieva Credit Union · Dunedin
Full-timeFinance & InsuranceSenior$94,000–$126,000/yr
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About the Business Relationship Manager role

Business Relationship Manager positions focus on delivering results in their domain. This page aggregates open Business Relationship Manager roles and what employers typically expect.

**Join Our Top Workplace at Ach** **ieva Credit Union in Tampa Bay!** At Achieva Credit Union, we’re more than just a financial institution. We’re a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives! **Your office is the community.** This is a relationship-driven role for someone who thrives outside the office. You’ll spend most of your time meeting with business owners, networking, and building meaningful partnerships throughout the communities we serve. If you’re energized by connecting with people, creating opportunities, and growing relationships face-to-face, you’ll fit right in. **Position Summary:** The Business Relationship Manager (BRM) acquires new business relationships with a primary focus on deposit acquisition, Municipal & Public Funds, nonprofit banking, and Treasury Management services while driving the expansion and retention of existing business relationships. The BRM develops and executes relationship management strategies that grow deposits, Treasury Management services, and overall business relationships through a consultative, relationship-focused sales approach. This role is responsible for achieving individual production goals for deposit growth, Business Member acquisition, and cross-line-of-business referrals. The position acts in compliance with all Credit Union policies, procedures, as well as all applicable state and federal banking regulations. **Key Responsibilities:** **Business Development** - Maintain and grow a profitable portfolio of commercial business relationships throughout Achieva Credit Union’s Northern Market through disciplined and proactive business development focused on commercial deposit acquisition, Treasury Management services, relationship expansion, and member retention. - Develop new business relationships with commercial businesses, municipalities, public entities, nonprofit organizations, and other target organizations throughout Pasco and Pinellas Counties. - Focus on Achieva Credit Union’s target Business Member profile by understanding financial needs and delivering consultative solutions that include deposits, Treasury Management, Municipal & Public Funds, and other business banking services. - Serve as Achieva Credit Union’s subject matter expert for commercial deposits, Municipal & Public Funds, nonprofit banking, and Treasury Management solutions. - Develop and maintain a strong pipeline of prospective Business Members through networking, referrals, Centers of Influence, community involvement, and strategic prospecting activities. - Participate in community events and networking activities to strengthen Achieva Credit Union’s presence while developing relationships with CPAs, attorneys, commercial real estate professionals, municipal leaders, nonprofit executives, and other Centers of Influence. - Collaborate with Treasury Management, Commercial Lending, Retail Banking, Branch teams, and Senior Management to deliver comprehensive business banking solutions and an exceptional Business Member experience. - Identify opportunities to deepen relationships through commercial deposits, Treasury Management, Commercial Lending, merchant services, and other business banking products while achieving established production goals. - Serve as the primary relationship manager for assigned Business Members by conducting ongoing relationship reviews, coordinating internal resources, and executing strategies that support acquisition, retention, and relationship expansion. - Maintain expertise in business account opening requirements, Municipal & Public Funds regulations, and all applicable compliance requirements, ensuring business relationships are established and maintained in accordance with Credit Union policies and regulatory standards. **Teamwork & Leadership** - Treat people with respect, keep commitments, inspire trust, work ethically and with integrity, uphold organizational values, and accept responsibility fo…

Salary estimate

$94,000 – $126,000/yr
Provided by the employer.

Skills for this role

SalesLeadership

Resume tips for Business Relationship Manager applicants

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About Achieva Credit Union

Achieva Credit Union is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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